JPMorgan forecasts positive returns for Indian equities over 12 months but anticipates North Asia's outperformance, driven by AI and semiconductor-led earnings growth.
Batra expects India's earnings growth at 10-11%
Jul 21, 2026
02:31 pm
What's the storyJPMorgan's Rajiv Batra, Head of Asia and Co-Head of Global Emerging Markets Equity Strategy, has predicted positive returns for Indian equities in the next 12 months.
However, he also believes that North Asia will continue to outperform due to stronger earnings growth from artificial intelligence (AI) and semiconductor investments.
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